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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,235 | $99,031+61.8% | $86,597+85.0% | $147,585+8.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.50% | 1312.56%-1300.1pp | 964.96%-952.5pp | 578.57%-566.1pp |
| Employer contribution / active EE | $10,143 | $3,132+223.8% | $2,840+257.2% | $4,876+108.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,015 | $5,711-64.7% | $4,906-58.9% | $10,885-81.5% |